日本作为全球电子制造业的强国，对电子封装材料的要求极为严格。此次无压烧结银膏AS9376能够成功进入日本市场，不仅证明了产品的技术优势，也反 映了国际市场对中国制造的认可。日本客户在选择供应商时，通常会从技术性能、可靠性、成本等多个维度进行综合评估。无压烧结银膏AS9376能够在激 烈的竞争中脱颖而出，充分说明了其在技术上的领先地位。此外，这一合作也为中国电子封装材料企业打开了更广阔的国际市场空间，未来有望在欧美等高 端市场取得进一步突破。 无压烧结银膏AS9376获得国际订单，不仅是中国电子封装材料行业的一次重要突破，也为国内企业带来了宝贵的经验。首先，技术创新是核心竞争力。只 有通过持续的技术研发，才能在激烈的市场竞争中立于不败之地。其次，国际化视野至关重要。企业需要深入了解国际市场的需求和标准，积极参与国际竞 争，提升品牌的全球影响力。最后，产业链协同发展是成功的关键。无压烧结银膏的研发和应用涉及材料、工艺、设备等多个环节，只有通过产业链上下游 的紧密合作，才能实现技术的快速迭代和产品的市场化推广。 无压烧结银膏的应用前景十分广阔。在功率半导体领域，随着电动汽车、可再生能源等产业的快速发展，高功率电子器 ...

台下，重庆合川区招商中心副主任郭莉和驻马店市驿城区工业和信息化局一级主任科员马婷婷热烈讨论 着两地食品产业的合作。合川区有千亿级火锅食材产业链，驻马店的芝麻、花生闻名全国，两者合作大 有前景。 "豫渝两地在产业、市场、科技、人才等方面互补性强、联动性高，我们大力支持两地企业围绕先进制 造业深化合作，加快培育新质生产力，携手迈向价值链高端。"河南省工业和信息化厅党组书记、厅长 严琛在活动致辞中表示，愿本着优势互补、互利共赢的原则，全面深化与重庆市的产业协同联动、双向 互济发展。（记者 陈辉） 责任编辑： 何山 当前河南正聚焦"7+28+N"产业链群建设，大力培育以新材料、新能源汽车、电子信息、先进装备、现 代食品、现代轻纺、现代医药7大产业集群为主的28条重点产业链。 重庆正加速打造"33618"现代制造业集群体系，聚力打造3个主导产业，升级建设3个支柱产业，加快培 育6个特色优势产业及18个"新星"产业。 以电子信息产业为例，河南是全球重要的智能手机生产基地，重庆笔记本电脑产量则连续11年稳居全球 第一。"郑州航空港区和重庆两江新区可以美美与共，进行产业互补、物流互补、政策互补，实现研发 在两江、制造在港区， ...

东方雨虹表示，公司此次在南宁市上林县投资建设东方雨虹上林县新材料产业链项目，旨在充分利用上 林县在矿产资源、区位交通、产业政策支持等方面的综合优势，立足公司建筑建材系统服务商的核心定 位，借助防水主业所积累的客户资源、销售渠道的协同性及良好的品牌影响力，实现以砂浆粉料为代表 的非防水业务较快发展。 "依托上林县丰富的矿产资源、区位优势及产业支持政策，在原有业务基础上向砂浆粉料等产品的上游 领域自然延伸，并以获取上游矿产资源，进行矿产资源综合开发及深加工。"东方雨虹进一步表示，本 次投资有利于提升公司采购环节的抗风险能力，进一步构筑及加深行业护城河，打造新的利润增长点， 逐步形成上下游产业链协同发展局面。 东方雨虹公告称，本次项目投资资金来源为自筹资金，资金能否按期到位存在不确定性，投资、建设过 程中的资金筹措、信贷政策的变化、融资渠道的通畅程度将使公司承担一定的资金财务风险。此外，项 目投资是基于公司战略发展的需要及对行业市场前景的判断，但行业的发展趋势及市场行情的变化、经 营团队的业务拓展能力等均存在一定的不确定性，并将对未来经营效益的实现产生不确定性影响。 （文章来源：证券时报） 东方雨虹（002271） ...

Group 1 - The company signed an investment agreement with the government of Shanglin County, Guangxi, to invest 600 million yuan in the establishment of a new materials industry chain project [1] - The project is expected to generate an annual output value of approximately 800 million yuan and an annual tax contribution of about 40 million yuan once fully operational [1] - The construction of the project is planned to commence within three months after obtaining land and is expected to produce products within 18 months from the start of construction [1] Group 2 - The investment aims to leverage Shanglin County's rich mineral resources, geographical advantages, and supportive industrial policies to extend the company's product offerings into upstream areas such as mortar powder [2] - This investment is expected to enhance the company's procurement risk resistance and deepen its competitive advantage in the industry, creating new profit growth points [2] - The funding for the project will come from self-raised capital, but there are uncertainties regarding the timely availability of funds and potential financial risks during the investment and construction phases [2]

根据协议安排，公司控股子公司南宁东方雨虹新材料有限公司（简称"南宁东方雨虹"、"项目公司"）作 为项目实施主体，以自筹资金投资不超过6亿元（含采矿权）在上林县投资建设东方雨虹上林县新材料 产业链项目。其中，为满足生产基地项目的可持续发展，甲方为乙方项目配套饰面用灰岩矿权，2025年 9月24日，南宁东方雨虹参与上林县塘红乡石蓬村弄来庄敢内山饰面用灰岩矿采矿权的竞拍，并以人民 币26,700万元竞拍成功。 格隆汇9月25日丨东方雨虹(002271.SZ)公布，公司为立足公司建筑建材系统服务商的核心定位，借助防 水主业所积累的客户资源、销售渠道的协同性及良好的品牌影响力，实现以砂浆粉料为代表的非防水业 务较快发展；同时，依托上林县在矿产资源、区位条件及产业政策支持等方面的优势，在原有业务基础 上向砂浆粉料等产品的上游领域自然延伸，拟获取上游矿产资源，进行矿产资源综合开发及深加工，完 善产业链条的同时，加快公司向工业领域的布局，并对砂浆粉料等部分产品关键性原材料的供应稳定 性、降低原材料价格波动风险及成本优化形成良好的保障，提升公司采购环节的抗风险能力，确保供应 链安全、高效，进一步构筑及加深行业护城河，打造新的利 ...

中国一汽表示，作为国有特大型汽车企业集团，中国一汽始终高度重视产业链协同发展，坚持与供应商 合作伙伴命运与共、互利共赢。2025年6月，中国一汽已正式宣布，将供应商付款期限统一至60天内， 并同步优化内部采购与财务结算流程，以实际行动维护市场经济秩序健康稳定。 后续，中国一汽将坚定不移深入贯彻党中央、国务院决策部署，以高度的责任感践行央企使命担当，继 续坚决贯彻落实《保障中小企业款项支付条例》要求，积极响应《汽车整车企业供应商账款支付规范倡 议》，严格履行"60天付款"承诺，携手产业链上下游企业，聚力构筑更为健康、更具可持续性的汽车产 业发展生态。 来源：上海证券报·中国证券网 上证报中国证券网讯（记者 田甜）9月15日，中国一汽发布消息称，近期，工业和信息化部、国资委等 国家部委围绕保障产业链供应链稳定、促进汽车产业高质量发展作出一系列部署要求。当日，中国汽车 工业协会发布《汽车整车企业供应商账款支付规范倡议》，对整车企业与供应链企业采购合同中账款支 付相关内容提出了规范倡议。 ...

Core Viewpoint - Hubei Yihua (000422) has established a significant competitive advantage in the phosphate ammonium production industry, focusing on further industrial upgrades and collaborative development within its chemical park [1] Group 1: Company Advantages - The company currently ranks among the industry leaders in phosphate ammonium production, showcasing notable scale, cost, brand, and channel advantages [1] Group 2: Future Strategy - Hubei Yihua plans to implement an industrial upgrade strategy in the Yichang chemical park, aiming to enhance the integration of chemical elements and develop a modern chemical industry cluster characterized by high technological intensity and significant ecological economic benefits [1] - The company will focus on phosphate and fluorine chemical industries as the main line for its development [1]

Core Viewpoint - GAC Group's semi-annual report for 2025 indicates a focus on reform and adjustment, with a commitment to improving performance despite current pressures [1][4][8] Financial Performance - The company's consolidated revenue for the first half of 2025 was CNY 42.611 billion [1] - As of June 30, 2025, GAC's debt-to-asset ratio improved to 44.65%, down from 47.61% at the end of 2024, indicating enhanced financial health [2] - The automotive industry average debt-to-asset ratio is 66.32%, with GAC's ratio significantly lower than many competitors [2] Reform and Strategy - The report emphasizes the importance of reform, with the chairman mentioning "reform" five times, "focus" six times, and "cost" ten times in his address [5][6] - GAC aims to shorten the vehicle development cycle to 18 months and reduce R&D costs by over 10% [4][6] - The "Panyu Action" initiative aims to increase GAC's self-owned brand sales to 2 million units by 2027, with integrated management and supply chain optimization [5][6] Market Outlook - Analysts from CMB International maintain a "buy" rating for GAC, expecting profitability to improve from the second half of 2025 [8] - JPMorgan upgraded GAC's investment rating from "underweight" to "overweight," raising target prices for both A and H shares [8] Sales and Production - GAC's total sales of energy-saving and new energy vehicles reached 366,000 units, with a sales share of 48.43% [10] - The company launched several new models in the first half of 2025, contributing to a 18% year-on-year increase in sales of energy-saving and new energy vehicles [10] - GAC's overseas sales of self-owned brands grew by 45.8%, with expansion into new markets and the introduction of new models [11]

Group 1 - The core of the collaboration is to leverage "robotics + automotive" as an entry point to promote the application of robotics technology in automotive research, manufacturing, smart transportation, and mobility services [1][2] - The parties involved will establish a priority procurement mechanism to enhance upstream and downstream collaboration, ensuring rapid market conversion of technological achievements into commercial products [2] - The strategic partnership aims to create a comprehensive iterative and application ecosystem by combining the technological advantages of domestic robotics companies and the collaboration resources of the robotics company with hundreds of upstream and downstream quality enterprises [2] Group 2 - The collaboration will expand into broader fields, gradually constructing a "robotics +" application matrix with demonstrative effects, accelerating the large-scale development of the industry [2] - The long-term strategic cooperation will focus on building a full-chain cooperation mechanism from technology validation to commercialization, enhancing the efficiency and stability of the industrial chain [1][2] - The involved companies will work together on technological innovation, joint research and development, talent cultivation, and exploring industrial cooperation [1]

Core Insights - The automotive and parts industry chain in Liaocheng achieved an output value of 16.1 billion yuan in the first half of the year, representing a year-on-year growth of 14.9%, the highest among 12 industry chains [1] - Liaocheng is implementing a "strong manufacturing city" strategy, focusing on the integration of technological and industrial innovation to promote collaborative development and quality upgrades across the industry chain [1] - The city has 71 enterprises above designated size, including 2 "little giant" enterprises, 48 specialized and innovative small and medium-sized enterprises, and 12 gazelle enterprises [1] - Key players in the industry include three leading vehicle manufacturers: Zhongtong Bus, Zhongtong New Energy, and Shifeng Group, along with various companies producing aluminum alloy materials, battery components, air conditioning, and wiring harnesses [1] - The city has cultivated 56 high-tech enterprises and 35 technology-based small and medium-sized enterprises, and is implementing the "one chain, one academy" initiative to foster collaboration between leading enterprises and educational institutions [1] - Liaocheng aims to leverage its industrial foundation and innovation resources to drive the automotive and parts industry towards high-end, intelligent, and green transformation and upgrades [1]